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Policies: Document and Records Retention

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ASAE Records Retention Schedule  Members Only Content
Organization: ASAE & The Center for Association Leadership , http://www.asaecenter.org
Document Retention and Destruction Policy ( PDF )
Organization: Tennessee Concrete Association
Website: http://www.tnconcrete.org
Contact: Alan Sparkman , asparkman@tnconcrete.org
Document Retention and Destruction Policy  Members Only Content
Organization: Pillsbury Winthrop Shaw Pittman, LLP , http://www.pillsburylaw.com
Description: Does your association need to create a document retention and destruction policy? Then, this sample may be able to help. This sample document retention and destruction policy was created specifically to help associations meet the new Form 990 requirements. Some of the topics include: rules, terms for retention and exceptions.
Contact: Jerry Jacobs , jerry.jacobs@pillsburylaw.com
Document Retention and Destruction Policy  Members Only Content
Organization: Venable LLP , http://www.venable.com
Contact: Jeffrey S. Tenenbaum, Esq. , jstenenbaum@venable.com
Record Retention Policy  Members Only Content
Organization: Venable LLP , http://www.venable.com
Contact: Jeffrey S. Tenenbaum Esq. , jstenenbaum@venable.com
Record Retention Policy  Members Only Content
Description: This concise, yet comprehensive sample is great for associations looking to update their record retention policy. The sample covers a document's retention period and the destruction of documents.
Record Retention Policy Table of Contents  Members Only Content
Organization: Venable LLP , http://www.venable.com
Contact: Jeffrey S. Tenenbaum, Esq. , jstenenbaum@venable.com
Records Retention Policy  Members Only Content
Sample Document Retention Policy  Members Only Content
Sample Record Retention Policy  Members Only Content
Description: If your organization is deciding how long to keep records, then this sample record retention policy can help your organization. The policy covers the retention period and both the destruction of documents.
Sample Records Management Policy  Members Only Content
Organization: Newspaper Association of America , http://www.naa.org
Description: This comprehensive records management policy is a great tool for associations looking to update their current one. Topics covered include: policy, procedures, creation of documents, documents not subject to the retention schedule and transfer or retirement of personnel.
Contact: Margaret Vassilikos , margaret.vassilikos@naa.org
Tate & Tryon CPAs and Consultants - Record Retention Schedule  Members Only Content
Organization: Tate & Tryon CPAs and Consultants , http://www.tatetryon.com
Description: Are you wondering how long should your association keep its bank statements? What about employment applications? Then, this sample record retention schedule from Tate & Tryon CPAs and Consultants can help. The sample lists the ideal time to keep specific types of records such as bank statements, employment applications and payroll records.
Contact: Anna M. Hofmeister, CPA , ahofmeister@tatetryon.com

Disclaimer: The materials on this website are great idea generators, but are certainly no substitute for a lawyer. Nothing in these resources should be construed as legal advice—even the legal sounding stuff. If you need legal advice, consult your organization's attorney.

Visit our complete collection of Models and Samples for tools on a wide variety of additional topics.

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